Contents

• Overview
• Request Forms
  • Adding a Request Form to an Existing Request Section

Overview

A Request form is a program form and is customizable at the program cycle level.  This article covers what Request Forms are and where they are created and edited in Next. 

Request Forms

Request forms are the forms that third parties complete in support of a program applicant. 

The applicant does not see the Request form, but the applicant does trigger the disbursement of the Request form; the Request form is sent to the designated third parties when an applicant completes a request section on an Intake form.  

To understand how the request section is set up for applicants, see the article titled Configure a Request Section.

To create a new Request Form for third parties to complete:

1. Logged in as a Program Owner, select the Open button to the desired program to set up the Request form.

2. Select the Program Settings link from the left panel menu.

3. Select All Award Cycles in the left panel menu.

4. Select the Open button to the appropriate cycle.

5. Select Request Forms from the left panel menu to create or edit a Request Form.

6. On the Request Forms screen:

a. Follow the instructions in the Add a Form article to create a new Request Form.

b. Follow the instructions in the Build a Form article to edit a new or existing form.

7. Build or edit the Request form as needed.  Creating or editing a Request form with the desired form fields and questions by adding form fields, configuring form fields, reordering fields, and deleting fields is the same process as with other forms.

8. The Request form will automatically save as changes are made to it.

Adding a Request Form to an Existing Request Section

1. Once the Request form has been set up, open the Intake form to which the Request form needs to be added.

2. Select the Request Section field and the dotted outline will appear around the field to configure it.

3. Select the gear icon in the upper right of the Request Section field.

4. When the configuration panel opens, select the Request Form from the dropdown list.

5. Select the Done button at the bottom of the configuration panel when the setup is complete.

6. After the configuration panel closes, select the Save button in the Request Section field to save it.

The Request form has now been added to the Request Section of the Intake form.

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